Palisades Hudson Asset Management’s American Tower AMT Stock Holding History

Palisades Hudson Asset Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-906	Closed	-$232K	–	99
2022 Q2	$232K	Buy	906 +6	+0.7%	+$1.51K	0.13%	86
2022 Q1	$226K	Hold	900	–	–	0.11%	104
2021 Q4	$263K	Hold	900	–	–	0.11%	99
2021 Q3	$239K	Hold	900	–	–	0.11%	103
2021 Q2	$243K	Hold	900	–	–	0.11%	100
2021 Q1	$215K	Hold	900	–	–	0.1%	104
2020 Q4	$202K	Hold	900	–	–	0.1%	104
2020 Q3	$218K	Hold	900	–	–	0.14%	87
2020 Q2	$233K	Buy	+900	New	+$223K	0.16%	79
2020 Q1	–	Sell	-900	Closed	-$207K	–	86
2019 Q4	$207K	Buy	+900	New	+$196K	0.13%	103

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Palisades Hudson Asset Management's AMT Position: Q3 2022 in Review

Palisades Hudson Asset Management sold out of American Tower (AMT) in Q3 2022, closing a stake of 906 shares — an estimated $232K sold.

Palisades Hudson Asset Management first reported a position in AMT in Q4 2019 and held it in 10 quarters. The position peaked at $263K in Q4 2021. 1,688 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

Palisades Hudson Asset Management reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
Palisades Hudson Asset Management sold 906 American Tower shares in Q3 2022, an estimated $232K.
Palisades Hudson Asset Management first reported a position in American Tower in Q4 2019 and held it in 10 quarters.
Palisades Hudson Asset Management's American Tower position peaked at $263K in Q4 2021.
1,688 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2022, filed 28 Oct 2022.